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Pennell CPA Overview

Type

Multi Family Office

General Information

Pennell CPA is a multi-family office headquartered in Grand Rapids. The firm provides comprehensive financial oversight, investment management, and strategic planning for high-net-worth families. With a focus on long-term wealth preservation and tailored advisory, Pennell CPA coordinates tax, estate, and philanthropic strategies to align with clients’ objectives—supports multi-generational financial stewardship and delivers integrated solutions across complex family structures.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Grand Rapids, United States

Portfolio & Notable Allocations


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Pennell Cpa | Grand Rapids Multi Family Office | Altss